Giovanna Leyva is a CFP® certificant affiliated with Tidemark, LLC, with two years of industry experience. She has worked at LPL Financial LLC and Tidemark Financial Partners, LLC. Outside of her advisory role, she holds a non-investment position at Brigantine, Inc. in San Diego. Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm creates tailored portfolios utilizing a range of investment vehicles and analytical techniques, and manages $462.5 million in assets.

Glenn Goodstein is a financial advisor with The Investment House LLC in Del Mar, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at The Investment House LLC since 2012 and has been involved with MG Capital Partners and GSG Capital Advisors for over two decades. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as to institutional and pooled investment vehicles. The firm develops client-specific investment policies and implements them across various strategies using fundamental analysis and sector selection, managing registered investment companies, an ETF, and private funds with over $2 billion in assets under advisement.

Connor Mac Kenzie is a financial advisor at Financial Alternatives, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he spent 15 years in private and public education and four years at UCSD. Financial Alternatives, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and offers project-based consulting, including late-stage college funding.

Crystal Colbert is a CFP® with nine years of industry experience, currently serving as a financial advisor at Financial Sense Advisors, Inc. in San Diego, CA. Her career includes multiple roles at Financial Sense Securities, Inc. and Bfsg, LLC over the past several years. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for about 588 clients, including individuals, retirement plans, and trusts. The firm employs a combination of fundamental and technical analysis to pursue client-directed investment objectives, offering a range of strategies from conservative fixed-income to aggressive equity portfolios.

Kristina Tabuena is a financial advisor at Christopher Weil & Company, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at firms including Mariner Wealth Advisors and Wells Fargo. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base, including individuals, pension plans, charities, and corporations. The firm employs a variety of portfolio strategies, including the use of derivatives and cryptocurrency-related investments, and offers personalized investment policies and ongoing advisory support.

William Tatis Flanagan is a financial advisor at Financial Alternatives, Inc. based in La Jolla, CA. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Financial Alternatives, he worked at Cetera, Cetera Wealth Services, NORTH STAR RESOURCE GROUP, PwC, and has additional experience in various roles dating back to 2015. Financial Alternatives, Inc. serves individuals, retirement plans, business entities, trusts, estates, and charitable organizations, managing approximately $615 million in client assets. The firm offers discretionary portfolio management, wealth advisory, and financial planning services through a six-person advisory team, implementing diversified investment strategies across multiple asset classes.

Emily Brillo is a financial advisor with Potentia Wealth in Escondido, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Mariner Independent. She is involved in operational, compliance, and business transition duties related to LPL Financial. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and top-down analysis, and offers both wrap and non-wrap account options primarily custodied at LPL.

Carmel Exum is an advisor at Nelson Securities, Inc. in San Diego, CA, holding Series 65 and Series 63 registrations with five years of industry experience. Prior to joining Nelson Securities in 2020, Carmel worked at several firms including Transition Staffing Group, Marriott Hotels, Hilton Hotels, PETSMART, and the University of California San Diego. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors, offering discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across various investment strategies, with continuous account monitoring and client approval for trades.

Maryam Anaya is a financial advisor at Pacific Wealth Management with one year of industry experience. She holds a Series 65 license and previously worked at LPL Financial, Credit Suisse, Peloton Capital, VIVE Active, and The University of Sydney. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities with discretionary asset management, comprehensive financial planning, and other consulting services. The firm uses an asset-allocation driven approach featuring mutual funds, ETFs, equities, fixed income, options strategies, and structured products, managing approximately $365 million on a discretionary basis through a seven-advisor team.

Michael Lim is a financial advisor with Pacific Wealth Management in San Diego, CA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Girard Securities, Inc. for 12 years and has been with Pacific Wealth Management since 1998. Pacific Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and other business entities with discretionary asset management, comprehensive financial planning, and consulting services. The firm’s investment approach is asset-allocation driven, utilizing a range of investment vehicles and periodic rebalancing.

Michelle Lin is a CFP® with 17 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. She has held roles at Capital Financial Consultants Group, Inc. and Independent Financial Group throughout her career. Lin also works as a client service manager and registered representative. Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio and model-portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process including fundamental and technical analysis, with notable use of derivatives and borrowing strategies in separately managed accounts.

Kurt Carroll is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Marshall McGowan, and Marriott. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements with third-party money managers and offers account reviews, educational seminars, and both discretionary and client-approved trading.

Shaun Edusada is a financial advisor at UHY Wealth Management RIA LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Osaic Wealth, LPL Enterprise, and Prudential Insurance Company of America. His background also includes roles in the hospitality industry with Marriott International. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm utilizes both fundamental and technical analysis to develop individualized investment policies and manages approximately $386 million in discretionary assets and $526 million in non-discretionary assets as of September 2026.

Ryan Preiss is a financial advisor at Financial Sense Advisors, Inc. with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at ThePARTNERS Wealth Management and Puplava Securities, Inc. In addition to his advisory role, he provides small business financial and operational consulting through Mission Consulting. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis to implement client-directed investment strategies.

Michael Munson is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013 and also maintains a role at Denali Advisors. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, as well as businesses and non-profits. The firm offers portfolio management, financial planning, and wealth-management coordination, with an investment approach that emphasizes passive vehicles alongside tactical adjustments. MYeCFO integrates accounting and tax-preparation services into its advisory offerings and provides educational workshops and bookkeeping services as part of client engagements.

Ryan Richardson is a CFP® and ChFC® with 13 years of industry experience, currently serving at Weatherly Asset Management in Del Mar, CA. He has been with Weatherly since 2012, aside from a brief period at Apax English and LPL Financial. Ryan is part of a multi-advisor team at the firm. Weatherly Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and institutional clients, including trusts, retirement plans, and charitable organizations. The firm employs a combined top-down and bottom-up investment approach, focusing on mid- to large-cap core equities and high-quality fixed income, with portfolios managed by an investment committee and team workflow.

Tyler Stearns is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He has been with Castle Coast Wealth, LLC and its predecessor entities since 2014. In addition to his advisory role, he is an Independent Insurance Agent, dedicating less than 5% of his time to this activity. Castle Coast Wealth, LLC manages approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs both quantitative and qualitative analysis in its investment process and offers both limited-scope and full discretionary advisory services for retirement plans.

Dane Jensen is a Series 65 licensed advisor with seven years of industry experience. He is currently with Drive Wealth Advisers and has previously worked at Beacon Pointe Insurance Services, Beacon Pointe Advisors, Ailsa Capital inc, Mountain West Advisors, and Stryker. Outside of advisory roles, he is also an insurance agent specializing in life, health, and accident products. Drive Wealth Advisers serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and offers a broad range of investment strategies alongside comprehensive financial planning and family office services.

Drew Phillips is a financial advisor at PracticeCFO Investments in San Diego, CA, holding a Series 65 designation with eight years of industry experience. He has been with PracticeCFO Investments since 2018 and previously worked at Medimpact Healthcare Systems, Inc. from 2016 to 2018. PracticeCFO Investments offers a range of services including investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $401.6 million across about 211 clients. Their investment approach blends Modern Portfolio Theory with low-cost passive ETFs and tactical asset allocation, supported by formal Investment Policy Statements and coordinated tax professional involvement.

Dana Morgera is an advisor at Bull Oak Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Oak, Morgera held positions at The Upper Deck Company, San Diego Seals, Dutchess Day School, Battery Park City Authority, and Soccer Stars. Bull Oak Capital serves individual and high-net-worth clients, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily exchange-traded funds and tailors portfolios to clients’ goals, risk tolerance, and time horizon.